Compare DCOR and JEPQ

DCOR and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Core Equity 1 Portfolio ETF Class SharesUS Stock Styles · Large cap0.17%0.93%+11.5%+13.4%+21.5%[…]−8.3%12.8%$43.9B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DCOR 2005 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

U.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B[…]

DCOR

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 36.5% in common

DCORMeasureJEPQ

+11.5%Year to dateJan 1 → Nov 6+3.2%

+13.4%1 yearTotal return+4.5%

+21.5%3 years · per year$10,000 became $17,935 · $16,202+17.4%

[…]5 years · per year[…]

0.17%Expense ratio$17 · $35 a year on $10k · lower is better0.35%

0.93%Trailing 12-mo yield$93 · $1,279 a year on $10k12.79%

−8.3%Worst dropSmaller is better−11.5%

12.8%VolatilityLower is calmer16.7%

DCORJEPQ Winner of the row, in its colourEach row: the bigger of the two fills its side

6–1DCOR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DCOR vs JEPQ: Top 5 Holdings

Today

DCOR

20.4%in top 5

JEPQ

in top 528.9%

DCORStockJEPQ

6.1%AAPL7.4%

5.1%NVDA6.6%

4.6%MSFT6.1%

not top 5GOOG4.4%

2.9%AMZN4.4%

1.7%METAnot top 5

Held in common36.5%

End-of-day Nov 6, 2026 · share of each fund

DCOR vs JEPQ Returns, Every Period

1Y

DimensionalDCOR

+13.4%

past year

JEPQJ.P. Morgan

+4.5%

past year

DCORJEPQFaded: behind in that period

3–0DCOR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DCOR vs JEPQ

YTD

DimensionalDCOR

+11.5%

JEPQJ.P. Morgan

+3.2%

+11.5%Year to date+3.2%

−8.3%Worst drop · 1Y−11.5%

12.8%Volatility · 1Y16.7%

0.9%Yield12.8%

$43.9BAssets$42.6B

3–1DCOR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DCOR, JEPQ

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DCOR, JEPQ

1Y

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

DCOR0.93%$93

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

DCOR$93 − $17 = $76

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DCOR, JEPQ

Today

36.5%most shared, DCOR and JEPQ

DCORJEPQ

DCOR—36.5%

JEPQ36.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.4%DCOR, at 12.8% volatility

DCORWorst drop−8.3%12.8% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDCOR

+3.2%Year to date+11.5%

12.8%Yield0.9%

+4.5%Past year+13.4%

0.35%Fee0.17%

3–1DCOR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026